Premier Wills & Estate Planning

Premier Wills and Estate Planning was formed as a specialist subsidiary to our already successful Financial Planning
Company, Premier Independent Investments.  With over 80 years collective experience in dealing with our clients’
financial affairs throughout life, we are also acutely aware of the need to plan for the one certainty - a time when families must go on without their loved one.

Delays, worry or even costly legal bills are not the ideal legacy for a family in mourning. However, this could be the reality for those whose loved ones die without a Will.

Protect your Family when they need it most

<Image 23> Our aim is simple and clear – to provide you with professional advice, in a format that is easy to understand, which will leave you with the comfort of knowing that your wishes will be carried out without complication or delay and your family provided for.  

Our Services

Effective Planning for your Family
Providing you with the confidence of knowing your wishes will be carried out without unnecessary anxiety and delay for your family.

Inheritance Tax Planning
Simple and effective planning to help you reduce or eliminate any liability to IHT.

Enduring Powers of Attorney
Ensuring your financial interests are protected in life as well as death.

Protecting your Home from Long Term Care Fees
Constructive steps to ensure the value of your Home is protected as far as possible against Local Authority assessment for Long Term Care costs.

Caring for Disabled Beneficiaries
Ensuring you appoint the right people to look after vulnerable beneficiaries without affecting their access to care benefits.

Document Storage
Our secure storage facilities are available to all clients who wish to have a safe home for their financial and legal papers.

Why Premier?

We are Will Writing Specialists who will visit you in the comfort of your own home at a time convenient to you.

For your protection and piece of mind, our fully trained consultants are all qualified by examination and regulated by the Institute of Professional Will Writers.

They will offer you friendly guidance and advice in plain English giving you as much time as you require. 

For a small investment of time and money, you can ensure that YOUR wishes are carried out by the person of YOUR choice. 

Making a Will is NOT painful or expensive and is a quick and easy way of giving security and peace-of-mind to your loved ones.

Top 10 reasons to Make a Will

• To save a lot of anxiety, expense and delay for my loved ones after I’m gone
• To appoint who I want to be guardians for my children
• To make financial provision for my children’s upkeep and education
• To make sure there are no arguments in the family
• So I gift my most precious possessions to the right people
• I don’t want the government or anyone else to decide who gets what
• As my partner and I are unmarried without a will neither of us will benefit if the other one dies
• As my partner and I both have children from previous relationships I want to make sure my own children don’t lose out
• To prevent my home from being sold while someone in my family still needs it
• To make provision for an elderly or handicapped relative